Reporting

Overview

Common Reports Functions

Filtering

You can apply a number of filters to your reports, to generate the result you need. For Example, the image below displays the Contacts Report. This report can be filtered to a specific membership status, membership type, tags, last communication date, and so on, by selecting options from the drop-down lists.

Criteria/Filters - Additional filters may be applied by clicking the + button in Criteria / Filters. You can then select from database fields to customize your search. If you have created custom fields for your contacts, the Criteria/Filter option will allow you to select the custom fields. In the image below, a custom field What is your Birth Month has been selected with the criteria Equals July.

Operators include: Equals, Starts With, Contains, Ends With, Is Empty, Is Not Empty.

Display Options

The Display Options give you the flexibility to select the fields you want included in your report.